Debra has her BA from SUC New Paltz, a Master of Arts from McGill University and her MBA in Finance from Fordham University.
“My desire is to help people create financial dignity. I do this because I have seen family members suffer the bitterness of old age fraught with financial worry; I have seen other family members enjoy the sweetness of old age with financial freedom. If I can be a source of education that empowers people to act on their own behalf to achieve a future with financial dignity, I am deeply gratified.”
Dee is the founder of the Institute for Advanced Tax and Business Planning which provides educational seminars for professional advisors. She is the only woman in the 160 year history of Massachusetts Mutual Life Insurance Company (MassMutual) to be selected as Chairman’s council (top 10) in 1997 and 2000. She lives in New York and East Hampton with her husband Lee. She has two children who are (thankfully) grown and enjoys walking, gardening, kayaking and baking challah bread.